-5.0%
TRI vs HUBB
-6.3%
+1.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.6% |
| 7D | -14.4% | -1.7% | -12.7% | -15.1% |
| 30D | -8.1% | -12.7% | +4.6% | -14.3% |
| 3M | +17.5% | -2.9% | +20.5% | +16.5% |
| 6M | -5.0% | -4.8% | -0.2% | -5.6% |
| All | -5.0% | -6.3% | +1.3% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded HUBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling